Constellation signs 20-year PPAs with Google and Amazon

· Energy · United States

Constellation Energy has signed 20-year power purchase agreements with both Google and Amazon in the past week, backing almost 1.1 GW of nuclear expansion. Google's agreement covers 890 MW of new nuclear capacity onto the PJM Interconnection grid, alongside a power purchase agreement. The deals reflect sustained demand from technology companies for firm, carbon-free electricity to power data centers. Constellation operates one of the largest nuclear fleets in the U.S. The PJM grid region has faced capacity constraints, and these long-term contracts help justify investment in new and expanded nuclear capacity. The agreements represent one of the largest recent pairings of hyperscale tech buyers with nuclear generation.

Why it matters：Hyperscale tech buyers are becoming anchor customers for nuclear generation, a model that could reshape how clean firm power is financed in competitive markets.

Key points

  • Constellation signed 20-year PPAs with both Google and Amazon.
  • The deals support almost 1.1 GW of nuclear expansion.
  • Google's deal covers 890 MW of new nuclear capacity on PJM.

Sources (original reporting)

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